Information

  • Audit Title

  • Location
  • Prepared by

  • Conducted on

Customer / Scope

Customer / Scope Information

  • Customer Information

  • Add a customer contact

  • Customer #
  • Customer's Name

  • Customer's Email Address

  • Add a Phone Number

  • Phone #
  • Customer's Phone Number

  • This number is:

  • Add an Address

  • Address #
  • Customer's Address
  • This location is:

  • How did the customer hear about us?

  • Primary Scope Information

  • Scope Description

  • Photos

  • Sketch

  • Inclusions

  • Exclusions

  • Did you give the customer a verbal estimate? (details)

  • When is the customer expecting the proposal?

  • When is the job expected to start?

  • Are there additional scopes?

  • Add additional scopes

  • Second scope #
  • Scope Description

  • Inclusions

  • Exclusions

  • Photos

  • Sketch

  • Are there additional scopes?

  • Add additional scopes

  • Third scope #
  • Scope Description

  • Inclusions

  • Exclusions

  • Photos

  • Sketch

  • Are there additional scopes?

  • Add additional scopes

  • Fourth scope #
  • Scope Description

  • Inclusions

  • Exclusions

  • Photos

  • Sketch

  • Are there additional scopes?

  • Add additional scopes

  • Additional scope #
  • Scope Description

  • Inclusions

  • Exclusions

  • Photos

  • Sketch

Primary Scope Audit

  • There is a service / panel change involved.

  • What brand is the panel?

  • What is the service size?

  • What is the service voltage?

  • What type of change?

  • ****** Sub-Panel Information ******

  • What brand is the panel?

  • What is the service size?

  • What is the service voltage?

  • Panel needs to be Nema 3R

  • Sub Panel Photos

  • ****** MAIN BREAKER INFORMATION ******

  • Breaker Configuration

  • Quantity of this Configuration

  • Special Configurations

  • ****** BRANCH BREAKER INFORMATION ******

  • Add a set of breakers

  • Breaker Type

Set of Breakers

  • Breaker Configuration

  • Quantity of this Configuration

  • Special Configurations

  • Breaker Notes

  • ****** FEEDER INFORMATION ******

  • Feeder Entrance Photos

  • Feeder Entrance Sketch

  • Add a feeder segment

  • Feeder segment #
  • Feeder Segment Description (optional)

  • What size is the feeder CONDUIT?

  • What type of material is the feeder CONDUIT?

  • There are parallel CONDUITS.

  • How many parallel CONDUITS?

  • Do we need to replace the feeder CONDUIT?

  • Feeder CONDUIT length?

  • What kind of conduit SUPPORTS will be used?

  • Additional Material?

  • Add an additional material type

  • Additional Material Type #
  • What kind of material are we adding?

  • Additional information

  • What size are the feeder CONDUCTORS?

  • What type of material are the feeder CONDUCTORS?

  • Are the NEUTRAL conductors REDUCED in size?

  • Is there a GROUND conductor in the conduit?

  • Are there parallel sets of CONDUCTORS in the conduit(s)?

  • How many SETS of CONDUCTORS?

  • Which utility company services this property?

  • Will require 24 hour notice for a scheduled shut down and possibly a new E40.

  • Is the service overhead or underground?

  • Is the distance from the service to the transformer less than 65' for a 200a or less service or less than 120' for a service greater than 200a?

  • THIS SERVICE WILL REQUIRE EQUIPMENT RATED AT 22K AIC !

  • This service only requires equipment rated at 10K AIC.

  • Are there service entrance conductors that are exposed SUNLIGHT RESISTANT?

  • The service entrance conductors NEED to be replaced!

  • Will require 24 hour notice for a scheduled shut down and possibly a new E40.

  • ****** SERVICE ENTRANCE INFORMATION ******

  • Service Entrance Photos

  • Service Entrance Sketch

  • Is the service overhead or underground?

  • What size is the service entrance CONDUIT?

  • What type of material is the service entrance CONDUIT?

  • There are parallel CONDUITS.

  • How many parallel CONDUITS?

  • What size are the service entrance CONDUCTORS?

  • What type of material are the service entrance CONDUCTORS?

  • Are the NEUTRAL conductors REDUCED in size?

  • Is there a GROUND conductor in the conduit?

  • Are there parallel sets of CONDUCTORS in the conduit(s)?

  • How many SETS of CONDUCTORS?

  • Do we need to replace the service entrance CONDUIT?

  • Service CONDUIT length?

  • What kind of conduit SUPPORTS will be used?

  • Additional Material?

  • Add an additional material type

  • Additional Material Type #
  • What kind of material are we adding?

  • Additional information

  • Do we need to replace the service entrance CONDUCTORS?

  • Service CONDUCTOR length?

  • ****** METER INFORMATION ******

    no label
  • Meter Photos

  • Is there anything that will require the METER to be relocated? If YES, provide details!

  • Meter Relocation Details

  • Meter Relocation Photos

  • Meter Relocation Sketch

  • The METER needs to be replaced

  • Replace METER with:

  • The METER is REQUIRED TO BE 22K AIC!

  • Are Myer's hubs or sealing locknuts required?

  • How many Myers hubs?

  • How many sealing locknuts?

  • ****** DISCONNECTING MEANS INFORMATION ******

  • Where is the DISCONNECTING MEANS?

  • How is the METER connected to the PANEL?

  • What is the CONDUIT size?

  • METER to DISCONNECT

  • How is the METER connected to the DISCONNECT?

  • What is the CONDUIT length from the METER to the DISCONNECT?

  • What is the CONDUIT size?

  • DISCONNECT to PANEL

  • How is the DISCONNECT connected to the PANEL?

  • What is the CONDUIT length from the METER to the DISCONNECT?

  • What is the CONDUIT size?

  • Disconnecting Means photos

  • DISCONNECT needs to be replaced

  • ****** PANEL INFORMATION ******

  • Panel Photos

  • PANEL information is entered at the beginning of this section.

  • What brand is the panel?

  • What is the service size?

  • What is the service voltage?

  • Panel needs to be Nema 3R

  • Panel needs to be COMBO METER / MAIN / PANEL

  • ****** BREAKER INFORMATION ******

  • Add a set of breakers

  • Breaker Type
  • Breaker Configuration

  • Quantity of this Configuration

  • Special Configurations

  • Breaker Notes

  • ****** GROUNDING INFORMATION ******

  • Add or change the size of the GROUNDING CONDUCTOR

  • Add a grounding system

  • Grounding Type
  • Type of Grounding

  • #6 Bare CU

  • Number of ground rods / clamps

  • Length of ground wire

  • #4 Bare CU

  • Number of Ufer clamps

  • Length of ground wire

  • Based on NEC Table 250-66

  • Length of ground wire

  • Number of ground rods / clamps

  • Irreversible Crimp?

  • Length of rod ground wire

  • Number of cold water clamps

  • Length of ground wire

  • Add a Room / Area

  • Room / Area #

Additional Room / Area

  • Room / Area Description (and/or notes)

  • Connect this to a specific scope

  • This applies to a specific scope described in the scope section

  • Sketch / Photos

  • Photos

  • Sketch #1

  • Sketch #2

  • Is there any demo to be done?

  • Demo Photos

  • Describe the demo work.

  • Are there any receptacle outlets?

Receptacles

  • Receptacle Type

  • Receptacle Quantity?

  • Optional Information

  • Additional Receptacle Types?

  • Add a Receptacle Type?

  • Receptacle Type #

Additional Receptacles

  • Receptacle Type

  • Receptacle Quantity?

  • Optional Information

  • Are there any switches?

Switches

  • Switch Type

  • Switch Quantity?

  • Optional Information

  • Additional Switch Types?

  • Add a Switch Type?

  • Switch Type #

Additional Switches

  • Switch Type

  • Switch Quantity?

  • Optional Information

  • Are there any light fixtures?

Fixtures

  • Fixture Type

  • Fixture Quantity?

  • Optional Information

  • Additional Fixture Types?

  • Add a Fixture Type?

  • Switch Type #

Additional Fixtures

  • Fixture Type

  • Fixture Quantity?

  • Optional Information

  • Are there any Ceiling Fans?

Ceiling Fans

  • Ceiling Fan Type

  • Ceiling Fan Quantity?

  • Optional Information

  • Additional Ceiling Fan Types?

  • Add a Ceiling Fan Type?

  • Switch Type #

Additional Ceiling Fans

  • Ceiling Fan Type

  • Ceiling Fan Quantity?

  • Optional Information

  • The required CO detectors are in place.

  • Are there any CO / Smoke detectors that need to be added?

Detectors

  • Detector Type

  • Detector Quantity?

  • Optional Information (EXISTING BRAND)

  • Additional Detectors?

  • Add a Detector Type?

  • Detector Type #

Additional Detectors

  • Detector Type

  • Detector Quantity?

  • Optional Information (EXISTING BRAND)

  • Are there any Exhaust Fans?

Exhaust Fans

  • Exhaust Fan Type

  • Exhaust Fan Quantity?

  • Optional Information

  • Additional Exhaust Fan Types

  • Add a Exhaust Fan Type?

  • Switch Type #

Additional Exhaust Fans

  • Exhaust Fan Type

  • Exhaust Fan Quantity?

  • Optional Information

  • Is there any Heat?

Heaters

  • Heater Type

  • Heater Wattage?

  • Heater Quantity?

  • Optional Information

  • Additional Heat?

  • Add a Heater Heat Type?

  • Heater Type #

Additional Heaters

  • Heater Type

  • Heater Wattage?

  • Heater Quantity?

  • Optional Information

  • Generic By Room Audit

Primary Room / Area

  • Room / Area Description (and/or notes)

  • Sketch / Photos

  • Photos

  • Sketch #1

  • Sketch #2

  • Connect this to a specific scope

  • This applies to a specific scope described in the scope section

  • Is there any demo to be done?

  • Demo Photos

  • Describe the demo work.

  • Are there any receptacle outlets?

Receptacles

  • Receptacle Type

  • Receptacle Quantity?

  • Optional Information

  • Additional Receptacle Types?

  • Add a Receptacle Type?

  • Receptacle Type #

Additional Receptacles

  • Receptacle Type

  • Receptacle Quantity?

  • Optional Information

  • Are there any switches?

Switches

  • Switch Type

  • Switch Quantity?

  • Optional Information

  • Additional Switch Types?

  • Add a Switch Type?

  • Switch Type #

Additional Switches

  • Switch Type

  • Switch Quantity?

  • Optional Information

  • Are there any light fixtures?

Fixtures

  • Fixture Type

  • Fixture Quantity?

  • Optional Information

  • Additional Fixture Types?

  • Add a Fixture Type?

  • Switch Type #

Additional Fixtures

  • Fixture Type

  • Fixture Quantity?

  • Optional Information

  • Are there any Ceiling Fans?

Ceiling Fans

  • Ceiling Fan Type

  • Ceiling Fan Quantity?

  • Optional Information

  • Additional Ceiling Fan Types?

  • Add a Ceiling Fan Type?

  • Switch Type #

Additional Ceiling Fans

  • Ceiling Fan Type

  • Ceiling Fan Quantity?

  • Optional Information

  • The required CO detectors are in place.

  • Are there any CO / Smoke detectors that need to be added?

Detectors

  • Detector Type

  • Detector Quantity?

  • Optional Information (EXISTING BRAND)

  • Additional Detectors?

  • Add a Detector Type?

  • Detector Type #

Additional Detectors

  • Detector Type

  • Detector Quantity?

  • Optional Information (EXISTING BRAND)

  • Are there any Exhaust Fans?

Exhaust Fans

  • Exhaust Fan Type

  • Exhaust Fan Quantity?

  • Optional Information

  • Additional Exhaust Fan Types

  • Add a Exhaust Fan Type?

  • Switch Type #

Additional Exhaust Fans

  • Exhaust Fan Type

  • Exhaust Fan Quantity?

  • Optional Information

  • Is there any Heat?

Heaters

  • Heater Type

  • Heater Wattage?

  • Heater Quantity?

  • Optional Information

  • Additional Heat?

  • Add a Heater Heat Type?

  • Heater Type #

Additional Heaters

  • Heater Type

  • Heater Wattage?

  • Heater Quantity?

  • Optional Information

  • Add a Room / Area

  • Room / Area #

Additional Room / Area

  • Room / Area Description (and/or notes)

  • Connect this to a specific scope

  • This applies to a specific scope described in the scope section

  • Sketch / Photos

  • Photos

  • Sketch #1

  • Sketch #2

  • Is there any demo to be done?

  • Demo Photos

  • Describe the demo work.

  • Are there any receptacle outlets?

Receptacles

  • Receptacle Type

  • Receptacle Quantity?

  • Optional Information

  • Additional Receptacle Types?

  • Add a Receptacle Type?

  • Receptacle Type #

Additional Receptacles

  • Receptacle Type

  • Receptacle Quantity?

  • Optional Information

  • Are there any switches?

Switches

  • Switch Type

  • Switch Quantity?

  • Optional Information

  • Additional Switch Types?

  • Add a Switch Type?

  • Switch Type #

Additional Switches

  • Switch Type

  • Switch Quantity?

  • Optional Information

  • Are there any light fixtures?

Fixtures

  • Fixture Type

  • Fixture Quantity?

  • Optional Information

  • Additional Fixture Types?

  • Add a Fixture Type?

  • Switch Type #

Additional Fixtures

  • Fixture Type

  • Fixture Quantity?

  • Optional Information

  • Are there any Ceiling Fans?

Ceiling Fans

  • Ceiling Fan Type

  • Ceiling Fan Quantity?

  • Optional Information

  • Additional Ceiling Fan Types?

  • Add a Ceiling Fan Type?

  • Switch Type #

Additional Ceiling Fans

  • Ceiling Fan Type

  • Ceiling Fan Quantity?

  • Optional Information

  • The required CO detectors are in place.

  • Are there any CO / Smoke detectors that need to be added?

Detectors

  • Detector Type

  • Detector Quantity?

  • Optional Information (EXISTING BRAND)

  • Additional Detectors?

  • Add a Detector Type?

  • Detector Type #

Additional Detectors

  • Detector Type

  • Detector Quantity?

  • Optional Information (EXISTING BRAND)

  • Are there any Exhaust Fans?

Exhaust Fans

  • Exhaust Fan Type

  • Exhaust Fan Quantity?

  • Optional Information

  • Additional Exhaust Fan Types

  • Add a Exhaust Fan Type?

  • Switch Type #

Additional Exhaust Fans

  • Exhaust Fan Type

  • Exhaust Fan Quantity?

  • Optional Information

  • Is there any Heat?

Heaters

  • Heater Type

  • Heater Wattage?

  • Heater Quantity?

  • Optional Information

  • Additional Heat?

  • Add a Heater Heat Type?

  • Heater Type #

Additional Heaters

  • Heater Type

  • Heater Wattage?

  • Heater Quantity?

  • Optional Information

Safety

  • Are there any safety concerns about this job?

  • What safety concerns are there?

  • Are there any special circumstances that need to be addressed with the estimator or technicians?

  • Special concerns or circumstances for the ESTIMATOR.

  • Add an ADDER

  • ADDER
  • What does the ADDER need to be?

  • Add a DEDUCT

  • DEDUCT
  • What does the DEDUCT need to be?

  • Add a NOTE

  • NOTE
  • What does the NOTE need to be?

  • Add an EXCLUSION

  • EXCLUSION
  • What does the EXCLUSION need to be?

  • Add a CONDITION

  • CONDITION
  • What does the CONDITION need to be?

  • Special concerns or circumstances for the TECHNICIAN(S)

  • This job can be reviewed in the office with the estimator.

  • This job needs to be reviewed in the FEILD and co-ordinate withstand he estimator responsible for this job.

  • What other information needs to be relayed?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.